Accounting Software for
Marketing Agencies.
SlickBooks is free accounting software built for marketing agencies, with unlimited users, recurring invoices for client retainers, and multi-currency billing. Start free without a credit card, or explore the platform on our accounting software page.
What agencies need, and how SlickBooks delivers
Generic small-business tools assume simple retail sales. Agencies balance retainers, quotes, contractor bills, foreign currencies, and ad spend. Here is how SlickBooks handles agency reality.
Retainers → Recurring Invoices
Schedule recurring monthly or quarterly retainers. SlickBooks generates and sends invoices automatically so your agency gets paid on schedule without admin busywork.
Proposals → Quotes
Send polished quotes for new campaigns or client scopes. When the client approves, convert the quote directly into an active invoice with a single click.
Freelancers → Bills & Claims
Record contractor invoices, software subscriptions, and team expense claims in one place, keeping delivery costs clear before they erode campaign margin.
Foreign Clients → Multi-Currency
Bill international clients in USD, EUR, GBP, CAD, or AUD. Real-time exchange rate tracking keeps revenue and gain/loss calculations clean.
The Entire Team → Unlimited Users
Invite account managers, project leads, partners, and external bookkeepers without paying per-seat penalties. Role-based permissions keep sensitive data protected.
Ad Spend Isolated → Clean Chart
Pass-through media budgets are kept separate from agency fee revenue in your chart of accounts so your P&L reflects true agency gross margin. Read the ad spend guide →
Profit by Client: Tagging Is Coming Soon
Most agencies discover too late that their biggest account is actually their least profitable. At one agency we advised, the account the founder considered their flagship client was consuming nearly 80% of internal delivery resources while contributing just 25% of top-line revenue.
We are actively building native client-level transaction tagging into SlickBooks so you can see gross margin by account directly inside your financial reports. While that feature is in development, you can use our free browser calculator to audit client profitability today:
Launch Client Profitability & Scope Creep AuditorTest your agency numbers
Three browser-based financial calculators built specifically for agency founders and operators. Free to use with nothing to install.
Agency True Cash & Float Isolator
Deduct pass-through ad float, contractor accruals, and deferred retainers to calculate exactly how much bank balance belongs to the agency.
Client Profitability & Scope Creep Auditor
Compare each client retainer with team and contractor hours consumed to reveal your effective hourly realization rate by account.
Billable Capacity & Hiring Modeler
Model billable hours, target utilization, and break-even revenue before hiring a senior account lead, strategist, or media buyer.
Built by a CFO who understands agency mechanics
SlickBooks is designed by Mayank Talwar, CFA, who has spent over a decade advising high-growth advertising agencies, creative shops, and digital studios on margins, working capital float, and financial operations.
Need your agency books set up or cleaned up?
If your historical books are behind or you prefer a finance team to configure your chart of accounts, reconcile back accounts, or handle monthly closing, we offer an optional managed bookkeeping service.
Explore Managed Bookkeeping ServicesCommon questions
Is SlickBooks free for marketing agencies?
Yes. You can start free without a credit card to send invoices, manage expenses, add quotes, and invite unlimited team members. For higher volume operations, see all plan details on our accounting software page.
How does SlickBooks handle agency client retainers?
You can schedule recurring invoices that generate and dispatch automatically on your billing cycle (e.g. monthly on the 1st), keeping predictable cash collection without manual invoicing each month.
How do we keep client media spend out of agency revenue?
Client-funded ad spend should be tracked separately in your chart of accounts so media dollars don't artificially inflate your agency's revenue or distort your true gross margin. We provide dedicated accounts for pass-through media budgets.
Can team members and freelance contractors submit expense claims?
Yes. SlickBooks includes expense claims and bill tracking with unlimited user seats, meaning you can invite project managers, creatives, and external contractors without paying per-seat software fees.
Can you help us migrate or clean up our agency's past books?
Yes. If your books are behind or you need assistance migrating historical records from another system, our team provides an optional setup and cleanup service.
Ready to run your agency finances cleanly?
Create quotes, dispatch recurring retainers, track contractor expenses, and invite unlimited team members. Free to start without a credit card.